Twelve Points Wealth Management Q2 Portfolio Shifts: Focus on Growth Sectors
Twelve Points Wealth Management's portfolio saw significant changes in Q2 2026, marked by substantial increases in certain ETFs and stocks while reducing traditional fixed income holdings.
As of June 30th, 2026, Twelve Points Wealth Management Llc's portfolio has undergone notable adjustments. The total value remains substantial at $473 million.
Significant Purchases This Quarter
The investor demonstrated a clear focus on growth areas through several large acquisitions during the quarter:
- FPE (First TR Exchanged Traded Fund III): Shares increased by 15.88%, adding $1.39 million to its value.
- FLTR (Van Eck ETF Trust): Holdings grew significantly, up 10.21% in shares and $2.83 million in stock value.
- SRLN (SSGA Active ETF TR): Shares increased by 21.79%, boosting its value by approximately $1.86 million.
Additionally, the investor took a more active interest in specific equity positions:
- DXC TECHNOLOGY CO (DXC): Showed strong buying activity with shares increasing by 55.59%. This Technology stock now holds a portfolio weighting of $1.2 million.
- CTSH (CoGNIZANT TECHNOLOGY SOLUTIONS): Experienced an impressive 134.9% increase in holdings, adding significant exposure to this IT services giant.
Notable Reductions and Sector Shifts
The portfolio also saw reductions in certain traditional fixed income positions:
- BIL (SPDR Series Trust): Holdings decreased by 12.97%, resulting in a reduction of $35.18 million in stock value.
These changes reflect an overall shift away from traditional fixed income towards more equity-oriented investments, particularly within the Technology and Financial Services sectors:
The investor's focus on Technology and Financial Services is further highlighted by the addition of:
- DXC TECHNOLOGY CO (DXC): A significant new position in a major technology company, purchased this quarter.
New Positions Introduced
The portfolio expanded into several new areas during the second quarter:
- PSK (SPDR Series Trust): A relatively small addition with a 23.01% increase in shares.
- VISHAY INTERTECHNOLOGY INC (VSH): Purchased this quarter despite its Technology sector allocation not being explicitly listed elsewhere, adding a niche semiconductor component player.
Furthermore, the investor added exposure to:
- APAM (ARTISAN PARTNERS ASSET MGMT): A Financial Services ETF showing positive growth in shares and value this quarter.
No Activity Disclosed for Certain Categories
The data provided does not indicate any specific activity related to the following categories:
- Industrials
- Consumer Defensive
In summary, Twelve Points Wealth Management's portfolio adjustments in Q2 2026 show a strategic move towards growth-oriented ETFs and specific technology stocks while reducing its position in traditional fixed income like BIL.